-77.9%
MXC price history and return analytics
+357.6%
-435.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -2.4% |
| 7D | -5.5% | +0.4% | -5.9% | -6.0% |
| 30D | -14.0% | -2.6% | -11.4% | -12.6% |
| 3M | -4.8% | -3.2% | -1.6% | -3.0% |
| 6M | -3.0% | +0.9% | -4.0% | -4.5% |
| YTD | -9.5% | +11.3% | -20.8% | -18.3% |
| 1Y | 0.0% | +14.0% | -14.0% | -11.2% |
| 3Y | -22.6% | +75.8% | -98.4% | -52.8% |
| 5Y | -20.3% | +57.8% | -78.2% | -48.2% |
| 10Y | +123.6% | +219.8% | -96.2% | -19.9% |
| All | -77.9% | +357.6% | -435.5% | -95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling